Focus Financial Network’s iShares MSCI World ETF URTH Stock Holding History

Focus Financial Network’s Portfolio URTH Stock Details URTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,684	Closed	-$578K	–	705
2024 Q3	$578K	Buy	3,684 +1,764	+92%	+$266K	0.02%	379
2024 Q2	$291K	Buy	1,920 +123	+7%	+$17.7K	0.01%	537
2024 Q1	$248K	Buy	+1,797	New	+$248K	0.01%	544
2022 Q4	–	Sell	-2,142	Closed	-$214K	–	506
2022 Q3	$214K	Sell	2,142 -6,140	-74%	-$681K	0.02%	446
2022 Q2	$885K	Buy	8,282 +2,116	+34%	+$246K	0.07%	207
2022 Q1	$790K	Buy	+6,166	New	+$783K	0.06%	232

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Focus Financial Network's URTH Position: Q4 2024 in Review

Focus Financial Network sold out of iShares MSCI World ETF (URTH) in Q4 2024, closing a stake of 3,684 shares — an estimated $578K sold.

Focus Financial Network first reported a position in URTH in Q1 2022 and held it in 6 quarters. The position peaked at $885K in Q2 2022. 217 funds tracked by Wall St. Rank hold URTH as of Q4 2024.

Focus Financial Network reported no remaining iShares MSCI World ETF position as of Q4 2024 after selling out during the quarter.
Focus Financial Network sold 3,684 iShares MSCI World ETF shares in Q4 2024, an estimated $578K.
Focus Financial Network first reported a position in iShares MSCI World ETF in Q1 2022 and held it in 6 quarters.
Focus Financial Network's iShares MSCI World ETF position peaked at $885K in Q2 2022.
217 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2024.

Based on Focus Financial Network's 13F filing for Q4 2024, filed 29 Jan 2025.